Rothschild Investment LLC’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23K | Sell |
7
-1
| -13% | -$176 | ﹤0.01% | 2352 |
|
|
2025
Q1 | $1.45K | Sell |
8
-1
| -11% | -$181 | ﹤0.01% | 2107 |
|
|
2024
Q4 | $1.88K | Buy |
9
+5
| +125% | +$1.05K | ﹤0.01% | 1838 |
|
|
2024
Q3 | $858 | Sell |
4
-19
| -83% | -$4.08K | ﹤0.01% | 2276 |
|
|
2024
Q2 | $4.63K | Buy |
+23
| New | +$4.63K | ﹤0.01% | 1222 |
|